Scranton Financial Group

About

Our expertise lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning.

Story

Our philosophy at Scranton Financial Group is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.

SEVEN-STEP EDUCATIONAL PROCESS

Identify lifetime objectives & strategies
Understand all your options
Determine your risk profile
Build your stable allocation model
optimize your investment allocations
identify tax reduction and catastrophic protection strategies
schedule regular periodic reviews
"An informed client is a good client."

Scranton Financial Group would be pleased to steer your course toward a lifetime of financial security.